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IBIT icon

Gradient Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Gradient Investments’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.64M Buy
97,921
+3,139
+3% +$127K 0.07% 215
2026
Q2 		$3.16M Buy
94,782
+48,429
+104% +$1.97M 0.04% 226
2026
Q1 		$1.78M Buy
46,353
+3,495
+8% +$151K 0.03% 264
2025
Q4 		$2.13M Buy
42,858
+1,840
+4% +$105K 0.03% 196
2025
Q3 		$2.67M Buy
41,018
+11,495
+39% +$748K 0.04% 180
2025
Q2 		$1.81M Buy
29,523
+1,023
+4% +$57.3K 0.03% 198
2025
Q1 		$1.33M Buy
28,500
+689
+2% +$36.5K 0.03% 184
2024
Q4 		$1.48M Buy
27,811
+924
+3% +$43.6K 0.03% 176
2024
Q3 		$971K Buy
26,887
+2,845
+12% +$98.8K 0.02% 184
2024
Q2 		$821K Buy
24,042
+23,986
+42,832% +$896K 0.02% 197
2024
Q1 		$2.27K Buy
+56
New +$1.75K ﹤0.01% 822

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Gradient Investments's IBIT Position: Q3 2026 in Review

Gradient Investments increased its iShares Bitcoin Trust (IBIT) stake by 3.3% in Q3 2026, buying an estimated $127K and bringing the position to 97,921 shares worth $4.64M. The position accounts for 0.07% of the portfolio, ranked #215.

Gradient Investments first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. 65 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Gradient Investments held 97,921 shares of iShares Bitcoin Trust worth $4.64M as of Q3 2026.
  • Gradient Investments bought 3,139 iShares Bitcoin Trust shares in Q3 2026, an estimated $127K.
  • iShares Bitcoin Trust made up 0.07% of Gradient Investments's portfolio in Q3 2026, its #215 holding.
  • Gradient Investments first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.